Certificate Programs
Gain a competitive edge by earning a certificate.
Develop your skills in a particular area by earning an optional certificate in addition to your major.
Certificate in Financial Planning
The Financial Planning certificate complements a number of fields, such as finance, marketing, accounting, and economics. Gain the tools and skills you need to familiarize yourself with tasks such as personal financial planning, investment planning, retirement planning, tax planning, estate planning, and risk management.
The Certificate in Financial Planning requires 4 courses (12 credits). It is open to all undergraduate students at UM-Dearborn who meet the admission criteria.
Students interested in preparing for the professional financial planning examinations may wish to complete the Financial Planning minor, which includes the courses in this certificate program.
The certificate in Financial Planning is available to current UM-Dearborn undergraduate students:
- Open to any UM-Dearborn undergraduate student with a GPA of at least 2.0.
- Must declare the Financial Planning certificate by submitting the Declaration of Certificate to their academic unit office.
(4 courses/12 credits)
FIN 411 - Financial and Insurance Planning Fundamentals
FIN 412 - Retirement Planning and Employee Benefits
Choose two from the following:
ACC 360 - Federal Income Taxation
FIN 407 - Investment Fundamentals
MKT 434 - Sales Management and Personal Selling
Note that the required courses have a prerequisite (FIN 401). This course is required of College of Business students but would be an addition to the 12 credit requirement for most students not in the College of Business.
Goal 1: Students will explain the components of financial planning.
Goal 2: Students will be able to develop a retirement savings plan for an individual.
Goal 3: Students will describe an ethics framework for a personal financial planner.